Version record
First quote sent
Products, pricing, and terms were set on the first quotation record.
Future revisions stay linked to this starting point.
Quote revision control
Make the latest version obvious, keep buyer changes on the quotation record, and reduce version confusion after sending.
Version record
Products, pricing, and terms were set on the first quotation record.
Future revisions stay linked to this starting point.
Revision record
Price and quantity changes came back to the same quotation record.
The team can still see which fields changed from V1.
Current version
The latest version is marked current for both team and buyer.
The buyer request, changed fields, and next action remain on the same record.
Teams duplicate files and lose track of which quote the buyer is reviewing.
Each revision stays in one quote family with visible progression and context.
Faster negotiation, fewer version errors, and clearer follow-up decisions.